Search brief checklist for buyer's agents
Checklist for buyer's agents and property sourcers
For buyer's agents and property sourcers who want home buyers on their list.
Template pack
The property shortlist scorecard
How to use this template pack
Send this with your first shortlist so buyers score each viewing the same way. It makes your advice easier to follow.
What is inside
Viewing detailsAddress: [address].
Scoring against the briefMust have 1: [item].
The scoring scale1
Room by room notesRoom: [name].
Costs to checkCouncil tax band: [band].
Questions for the seller's agentWhy are they selling: [answer].
Compare homes side by sidePut the scorecards next to each other and discuss the evidence, not the feelings.
Three title ideas for your own version
The property shortlist scorecard
Viewing scorecard template
Score every home the same way
Where to promote it
Your websiteLinkedInlocal property groupsa link in your first shortlist message
Why give buyers a viewing scorecard?
Buyers forget homes after a few viewings. A scorecard turns a feeling into notes that can be compared and shows how you work.
Make this template pack your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
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